Services for Individual Clients

For Individuals who want to strengthen their financial position…

• Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
• Retirement planning and insurance analysis
• Planning for post-secondary education
• Risk management, to help ensure liabilities such as a disability or other health-related issues are appropriately addressed
• Charitable giving (tithing) arrangements
• Referrals to professionals to address other personal situations that may present a unique challenge to the success of your plans

And for those individuals who want a more comprehensive customized plan, we have developed the Safe Haven Solution™